Tarun Garg

Engineer | Businessman | CFA level 2.
Investing in Equities since 2016.
I talk about Finance, Markets, Politics and everything interesting under the sun.

[Venkataramana Reddy @tirumuru_87]

Dirubai put something like 20x RIL PAT into the oil refinery business. Mukesh put huge money into the internet business. If we have some seriously good refining capabilities or some seriously cheap broadband it is thanks to the Ambanis. Anyone can say anything about connections but businessmen succeed or fail on their own. You can criticise Reliance’s excessive focus on cash flow businesses and not putting money back into painstaking R&D. That is a valid criticism. But to tarnish their name for petty political purposes is ridiculous.

[Tarun Garg @TarunGarg94]

@elonmusk Pot calling the kettle black.

[Tarun Garg @TarunGarg94]

@realDonaldTrump Freebies galore!

[The Analyzer (News Updates🗞️) @Indian_Analyzer]

Mahesh Jethmalani drops a PEACH in front of CJI Surya Kant🔥

“Almost a year and a half later, no FIR has been registered in CASH Stash case."

Judge Verma has resigned. The impeachment attempts were rejected. But the bigger question remains:

“Can the police or CBI now file an FIR? There is no need for a preliminary inquiry now.”

Then comes the clincher:

“Given the STAGGERING damage that this episode has caused to the entire legal system, expeditious and transparent action… is the compelling need of the hour.”

CJI Surya Kant simply nods.

No theatrics. Just a question that needed asking. ABSOLUTE PEACH.

[संवैधानिक डकैत @Shivam_h9]

Pre 2014, India used to host the global summits in Hotels as we didn’t have public infrastructure, Pragati Maidan had two places but they’re as good as nothing, Traffic was worst that even police used to struggle during VVIP movements.

It took PM @narendramodi to first develop Bharat Mandpam and then Dwarka’s Yashobhoomi.

Now we’ve places in national capital to host global summits to regular events at scale.

This is the legacy of so called visionary Congress and alleged educated PM MMS and Gandhis. They couldn’t build a single place in Delhi to hold an event of a scale but they’ve guts to preach on the colours.

[Aravind @aravind]

This middle class madam you see here pulling her own luggage, always dressed humbly, with a no-nonsense attitude?

She needs a big applause for what India has pulled with a 7.8% growth during one of the toughest global economic climate year.

She has delivered consistent growth for India, maneuvering India through multiple crises, while keeping inflation low and reducing deficit.

She just doesn't get enough credit for what she has done. In fact, she gets hate and mockery mostly. I think just because she's a woman.

> She has cleared 10 lakh crore NPA from banks
> Delivered 7.6%+ avg GDP growth for past six years (after Covid, Ukraine war, Gulf war and trade war with USA)
> And cut income tax up to 13 lakhs and indirect tax to 9% at its lowest
> Done so many things for India better than all those Oxford, Cambridge economists before

But most people are being constantly blackpilled about the economy by foreign adversarial and political propaganda.

They keep parroting "high tax" "high inflation" as if everything was lower before. But the truth is, they were much higher and she has brought all down (taxes, deficit, NPAs, and inflation) while keeping growth good.

Even under this post we will find people complaining because that's how powerful the propaganda is. It is easy to blackpill and make people feel miserable when actually things are better now than before in so many ways.

[Rishi Bagree @rishibagree]

An event organized by JNU’s leftist union in support of Umar Khalid was met with widespread protests from the audience.

The frustrated organizers started spewing abuse at the public.

https://t.co/ymyuHVXwZ6

[Tarun Garg @TarunGarg94]

@TheRubric_Medic There should be one more column of 2000-2004 period. I bet significant infra was made in vajpayee era also.

[Tarun Garg @TarunGarg94]

@aditya_kondawar @connectgurmeet Doesn’t movies have too many taxes to efficiently converty black money white.

[Tarun Garg @TarunGarg94]

Infosys is trading at valuations equal to Indian govt bonds🤯

India 1 year Gsec yields 5.7% and trades at a PE of 17.5

Infosys with a div. yield of 4.8% trades at PE of 13.5

Keep in mind the infosys will grow, albeit at a lower pace but the GSec won't.

Do you think we have reached the bottom in IT or is there more to come?

Disc:- Own and biased. educational purpose only. Do your own research.

[Tarun Garg @TarunGarg94]

Now that @TulsiGabbard is shedding light on various gain of function labs operating illegally across the globe. The idea of coronavirus being unleashed knowingly on the world doesn't seem far fetched.
The big money and global elite oligarchs hijacked the healthcare system by buying all the hospitals and it's corollaries.
Now you see increase in all kind of Cancer and heart problems around you. doesn't have to be genius to connect the two.

[Tarun Garg @TarunGarg94]

Taiwan's retail investors are going all-in on leverage🔥

Margin debt just hit a record NT$600B (~$19B) higher than the dot-com bubble peak in 2000. Market's doubled in a year thanks to AI hype (TSMC etc.).

Margin debt has increased over 160% in the past 12 months, a pace that makes even South Korea’s 94% jump over the same period look measured.

But defaults are spiking too. History says this kind of euphoria can end messy. The last it happened in 2000, The TAIEX lost roughly half its value over the following year as the global tech bubble deflated.

What can go wrong?

[Tarun Garg @TarunGarg94]

The news of Oil marketing companies not reducing prices of petrol and diesel, to recover their losses is good move.

First of all, they should have opted to pass the price rise when it happened. But they chose to not do so, okay fair point in the name of national interest.

But now, citizens should pay for the losses, incurred by the OMCs in difficult times. The OMCs are after all publicly listed companies and have shareholders.

[Tarun Garg @TarunGarg94]

Companies looking interesting to me at current levels:
-Nitco
-IEX
-Religare
-Vodafone Idea

[Tarun Garg @TarunGarg94]

$MU Micron Q3 FY26 Earnings — Absolute Monster Beat 🚀🔥
Fiscal Q3 (ended May 28):
📈 Revenue: $41.46B
→ +346% YoY (vs $9.30B)
→ +74% QoQ (vs $23.86B)
✅ Beat ~$35.7B estimates

💰 Non-GAAP EPS: $25.11
→ Beat ~$20.5 estimates by ~22%
→ vs $1.91 YoY | $12.20 QoQ

📊 Record Non-GAAP Gross Margin: 84.9% (GAAP 84.6%)

💵 Operating Cash Flow: $25.39B
💸 Adj. Free Cash Flow: $18.3B

🔮 Q4 Guidance (Strong!):
Revenue $50B ± $1B | Non-GAAP EPS ~$31 | GM ~86%

“Record results & even stronger Q4 outlook reflect the strategic value of memory in the AI era.” — CEO Sanjay Mehrotra 💬
Stock ripping +15% after hours on massive AI demand 🤖📈
#MU #Semiconductors #AI #HBM

[Tarun Garg @TarunGarg94]

24 Jun 2026
Nifty 50: 24,021.65 (+0.83%)
Sensex: 76,991 (+1.04%)
Bank Nifty: +1.69%

Cash Flows
• FII: Net Sellers ₹1,843 Cr
• DII: Strong Net Buyers ₹3,637 Cr

DIIs stepped up aggressively to offset FII selling. Market reclaimed 24K with solid recovery.

Top Gainers: IT (+2.05%), Realty (+2.17%), Private Banks (+1.85%)

Laggards: Auto & Metal

Broad-based buying led by Financials & IT. DII support remains key.
#Nifty #FII #DII #MarketUpdate #StockMarketIndia

[Tarun Garg @TarunGarg94]

23 Jun 2026

Market Close
Nifty 50: 23,824.10 (-1.16%)
Sensex: 76,200.68 (-1.16%)
Bank Nifty: ~57,416 (-0.9%)

Cash Market
FII: +17.86 Cr
DII: +680.21 Cr

Heavy selling in IT,metals and Banks
#Nifty #FII #DII #StockMarket

[Tarun Garg @TarunGarg94]

22 Jun 2026

Nifty closed +0.37% at 24,103
Sensex +0.38% | Bank Nifty +0.43%

DIIs remained strong buyers: +₹1,036 Cr
FIIs net sellers: -₹636 Cr

Broad buying in Media, Pharma, IT & Auto; FMCG & Consumer Durables lagged.

FIIs showed hedging via Index Options amid mixed positioning.
#Nifty50 #FII #DII #StockMarket #IndiaMarkets

[Tarun Garg @TarunGarg94]

19 June 2026

Market Close
• Nifty 50: 24,013.10 (-0.64%)
• Sensex: 76,803 (-0.78%)
• Bank Nifty: 57,686 (-0.48%)

Equity Cash
• FIIs net buyers: +₹4,859 Cr
• DIIs net sellers: -1,159.64 Cr

F&O Positioning
FIIs active buyers in Index Futures + strong activity in Index Options (selective longs + hedging).

Sectors
IT dragged hard (-3.65%), Pharma & Healthcare resilient.

FII inflows provided support despite IT weakness. Key levels held.
#Nifty #FII #DII #StockMarket